Elizabeth Maree Wheatley – Financial Adviser
Adviser identifying number: 1253047
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITED
Licence number: 236643
Licensee’s ABN: 42000001007
Licence controlled by: PERPETUAL LIMITED
The date the Financial Adviser commenced the appointment: 14/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PERPETUAL TRUSTEE COMPANY LIMITED
Authorised Representative identifying number: 236643
Authorised Representative’s ABN: 42000001007
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Commerce – University of Canberra
- Diploma of Financial Planning – Kaplan
- Graduate Diploma of Management – University of Queensland, Royal Australian Navy Staff College
Relevant memberships of professional bodies or industry associations:
Elizabeth Maree Wheatley is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services